Introducing The McGruer Investment Group
The McGruer Investment Group’s focus is on full financial planning services using our disciplined investment philosophy.
Robert McGruer
Senior Wealth Advisor
For over 25 years, Rob has been developing an exceptional level of trust with his clients, enabling him to provide excellent service and financial advice. Rob is securities and life insurance licensed to meet all of your financial services needs.
He focuses on high-quality, blue chip portfolios and providing strategic portfolio management. Rob and his team strive to provide the best offerings to meet your personal or business needs.
Melanie Anderson
Senior Wealth Advisor Assistant
Melanie has been providing client support since 1997 and her priority is client service. She is licensed in securities and has completed the Professional Financial Planner Course (PFP). Melanie is your primary contact for administrative matters at the McGruer Investment Group.
Scott McGruer
Associate Wealth Advisor
Scott is a dedicated professional who brings a comprehensive academic background and an evidence-based methodology to the realm of portfolio construction. Having successfully obtained his Bachelor of Commerce in Finance from Carleton University in 2017, Scott leverages his commitment and knowledge in the pursuit of wealth preservation and growth for clients.
Scott demonstrates ambition to pursue ongoing professional development, continually immersing himself in industry research and trends. This dedication positions him as a reliable source of insights and informed decision-making within the financial services arena.
Scott’s approach is characterized by a disciplined nature, advocating not only for prudent budgeting strategies, but also for the strategic accumulation of familial wealth. His collaboration with Rob underscores his ability to contribute effectively to portfolio analysis and offer relevant market commentary, further enhancing the comprehensive solutions provided to our clientele.
Licensed in securities, Scott possesses a well-rounded skillset, enabling him to navigate complex financial landscapes adeptly. His combination of academic prowess, industry acumen, and commitment to excellence makes him an invaluable asset to the team and a trusted partner for our clients’ financial goals and objectives.
